See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,674 | $105,859-77.6% | $90,160-73.7% | $147,584-84.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.87% | 37.63%-18.8pp | 34.88%-16.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,633 | $4,126-60.4% | $3,318-50.8% | $4,876-66.5% |
| Participant deferral / active EE | $2,180 | $5,733-62.0% | $5,288-58.8% | $5,439-59.9% |
| Admin fee / account holder | $7,293 | $8,046-9.4% | $5,943+22.7% | $10,885-33.0% |